+124.2%
CEG vs ZBRA
+58.4%
+65.8%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.6% | -1.4% | -2.5% |
| 7D | +1.7% | -2.5% | +4.1% | +2.4% |
| 30D | -10.2% | -17.0% | +6.8% | -5.2% |
| 3M | -0.8% | -15.0% | +14.2% | +3.9% |
| 6M | -11.5% | +42.2% | -53.7% | -24.1% |
| YTD | -23.9% | +32.4% | -56.2% | -33.7% |
| 1Y | -25.4% | +23.3% | -48.7% | -32.9% |
| 3Y | +124.2% | +55.9% | +68.3% | +84.0% |
| All | +124.2% | +58.4% | +65.8% | +84.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded ZBRA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling